AI hyperscalers are ramping up CapEx for 2026, but this risks declining ROIC/ROCE and shifts value capture opportunities to suppliers in the AI value chain. I recommend going long on GPU designers, ...
The timing isn't random. It's driven by one urgent reality: AI is consuming electricity faster than the grid can supply it. Amazon isn't just building data centers anymore. It's securing the fuel that ...
HCA Healthcare has been quietly implementing AI-assisted tools to improve its business. This makes the company's investment thesis even stronger than it already was. The companies that have benefited ...
PCWorld reports that Microsoft’s optional Windows 11 update KB5074105 introduces Cross-Device Resume for Android apps and numerous system fixes. The patch addresses critical issues including Start ...
Microsoft, Meta Platforms and Tesla together have a 10.6% weighting in the S&P 500, and so the impact of their earnings on the broader market can carry great heft. All three report after Wednesday's ...
Chainlink to add continuous 24/5 US stock and ETF market data. The feeds will include bid/ask prices, volumes, and market session flags. Platforms will be able to build safer, advanced DeFi products ...
Crypto companies and traditional exchanges have been rushing to offer round-the-clock stock and ETF trading using blockchain-based technology. Crypto infrastructure company Chainlink is set to roll ...
Will facilitate 24x7 trading of U.S. listed equities and ETFs Will allow for fractional share trading Will offer immediate settlement via tokenized capital NEW YORK--(BUSINESS WIRE)--The New York ...
Micron stock rose 8% on Friday. The company is one of the makers of memory and storage for AI systems, and its shares are up 52% over the last month, as memory is in a worldwide shortage and seeing a ...
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